top of page

Firm Insights - Summer 2015

  • Jul 1, 2015
  • 1 min read

Updated: Mar 17, 2022


Our feature story in this edition of The Artisan is “More than Asset Management,” which focuses on the concierge services we provide to our clients. Next we examine the shadow banking industry and discuss how accessing it may benefit your portfolio. We then highlight the PanAm Games that are taking place this month in the ‘Golden Horseshoe’ in Ontario. Turning our focus to estate planning issues, we examine the estate planning of the late and great Robin Williams and the lessons to be learned from him. All of these articles supplement our market insights.

We wish to thank the many families we serve and also to take this opportunity to share a recent accolade we received. Northland Wealth Management was awarded The Multi-Service Advisor of the Year at the inaugural Canadian Wealth Professional Awards, which were attended by over 400 industry professionals in Toronto last month. In addition to winning this award, the firm was also a finalist in the categories of “Best New Firm” and “Best Advisor - Alternative Investments”.


Important Disclosure: Northland Wealth Management Inc. is registered with the Ontario Securities Commission as a Portfolio Manager.

This article is provided for general informational and educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information contained herein is based on sources believed to be reliable as of the date of publication, but its accuracy or completeness is not guaranteed. Past performance is not indicative of future results. Any discussion of specific asset classes, investment strategies, or market conditions is general in nature and may not be suitable for your particular circumstances. Investment decisions should be made in consultation with a qualified advisor who understands your specific financial situation, objectives, and risk tolerance. Nothing in this article should be construed as a public offering of securities. Northland Wealth Management Inc. and its employees may hold positions in securities or asset classes discussed in this article.

bottom of page